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Lord Abbett Fundamental Equity I (LAVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.77-0.08 (-0.54%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.98%
5-year average return10.79%
Number of years up15
Number of years down5
Best 1-yr total return (13 Jun 2024)37.12%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return37.12%
Worst 3-yr total return5.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAVYXCategory
YTD11.39%4.44%
1-month3.31%-4.04%
3-month4.47%4.09%
1-year28.43%14.37%
3-year8.14%6.04%
5-year12.10%9.20%
10-year8.89%8.57%
Last bull market27.02%22.97%
Last bear market-13.46%-11.27%

Annual total return (%) history

Year
LAVYXCategory
2024
N/AN/A
2023
13.37%11.63%
2022
-9.22%-5.90%
2021
29.29%26.22%
2020
2.95%2.91%
2019
23.04%25.04%
2018
-8.17%-8.53%
2017
13.20%15.94%
2016
16.05%14.81%
2015
-2.93%-4.05%
2014
7.29%10.21%
2013
37.12%31.21%
2012
11.19%14.57%
2011
-3.65%-0.75%
2010
19.54%13.66%
2009
26.42%24.13%
2008
-28.51%-37.09%
2007
7.86%1.42%
2006
14.15%18.15%
2005
5.79%5.95%
2004
16.18%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.51%N/AN/AN/A
20230.17%4.92%-2.30%10.42%
2022-2.37%-13.46%-3.99%11.91%
202110.45%5.22%1.49%9.62%
2020-26.91%16.70%4.38%15.62%
201911.02%2.23%1.94%6.34%
2018-2.31%-0.55%6.41%-11.18%
20171.62%2.27%3.18%5.56%
2016-0.34%4.75%3.89%7.00%
2015-0.37%0.89%-8.75%5.83%
20140.26%2.99%0.06%3.84%
201313.48%3.54%6.25%9.83%
201211.53%-6.87%5.31%1.64%
20116.64%-0.87%-19.56%13.31%
20106.42%-10.59%10.60%13.61%
2009-8.55%13.13%16.29%5.07%
2008-7.41%1.32%-8.33%-16.86%
20072.26%5.84%2.24%-2.53%
20067.70%-0.08%1.26%4.76%
2005-1.91%-0.17%6.02%1.90%
20043.41%1.37%-0.27%11.13%
200315.96%3.08%14.23%N/A

Rank in category (by total return)

YTD9
1-month38
3-month38
1-year13
3-year20
5-year37

Load adjusted returns

1-year28.43%
3-year8.14%
5-year12.10%
10-year8.89%